Difference between revisions of "How do I create a stock quotation?"
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(New page: {{Review}}{{Incomplete}} == Summary == This article explains how to create a quotation within stock control and save it accordingly. == Details == *Go to "Systems" -> "Stock Control" -> ...) |
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== Summary == | == Summary == | ||
| − | This article explains how to create a quotation | + | This article explains how to create a quotation in {{Menu|{{ST}}|Invoicing & Customer Orders}} and then save it. A quote does not affect stock levels and does not require payment but can be stored and retrieved at a later date. |
| − | == | + | == More Information == |
| − | + | Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}. | |
| − | * | + | * At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|search]] for the customer's account code. |
| − | *Enter | + | * Enter the stock items in the same way as you would for an invoice. |
| − | *Press {{KeyPress|F7}} | + | * Press {{KeyPress|F7}} or press {{Button|Invoice}}. |
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| − | {{ | + | * You should be presented with a {{DataPrompt|Document Control}} popup screen. |
| + | * At {{DataPrompt|Document type}}, choose {{DataValue|Printed Quotation}} or {{DataValue|Quotation With No Printout}} depending on whether or not you want to produce a printed copy of the quotation. | ||
| + | * Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the quotation. | ||
| − | + | == See also == | |
| − | + | * [[How do I delete old stock quotations?]] | |
| − | + | * [[How do I retrieve a stock quotation?]] | |
| − | + | * [[How do I print and save a stock quotation?]] | |
| − | + | * [[Selling stock in Invoicing and Customer Orders]] | |
| − | + | * [[Selling parts over the counter]] | |
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| − | + | {{KB_Tags|create, quotes, quotations, estimates}} | |
| − | + | {{FAQ}}{{How}}{{KB_ST}} | |
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| − | {{ | + | {{KB_Ref|ST09, ST99}} |
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Latest revision as of 05:33, 19 June 2019
Summary
This article explains how to create a quotation in " Stock Control Invoicing & Customer Orders" and then save it. A quote does not affect stock levels and does not require payment but can be stored and retrieved at a later date.
More Information
Go to " Stock Control Invoicing & Customer Orders".
- At "Customer", enter or search for the customer's account code.
- Enter the stock items in the same way as you would for an invoice.
- Press <F7> or press [Invoice].
- You should be presented with a "Document Control" popup screen.
- At "Document type", choose 'Printed Quotation' or 'Quotation With No Printout' depending on whether or not you want to produce a printed copy of the quotation.
- Press <F7> or the [Document] button to produce the quotation.
See also
- How do I delete old stock quotations?
- How do I retrieve a stock quotation?
- How do I print and save a stock quotation?
- Selling stock in Invoicing and Customer Orders
- Selling parts over the counter
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Tags
ST09, ST99
